Civic Intelligence

The Lincoln Forum

990EZ • Fiscal year 2017 • EIN 31-1693147

Jan 01, 2017 to Dec 31, 2017 • Filed on Feb 24, 2018

Organization ProfileWWW.THELINCOLNFORUM.ORG
23 Rochelle ParkwaySaddle Brook, NJ 07663

(201) 843-1097

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

55th percentile

5.8%

Higher net margin than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

55th percentile

5.3%

Faster asset growth than 55% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

75th percentile

23%

Faster revenue growth than 75% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$194,085

Up $9,712 (+5.3%) from 2016

Net Assets

Up

$194,085

Up $9,712 (+5.3%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin55th percentile

Revenue

Up

$168,717

Up $32,098 (+23%) from 2016

Expenses

Down

$159,005

Down $6,493 (-3.9%) from 2016

Net Income

Up

$9,712

Up $38,591 (+134%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$300K$200K$100K$0Assets 2015: $213,252Net Assets 2015: $213,2522015Assets 2016: $184,373Net Assets 2016: $184,3732016Assets 2017: $194,085Net Assets 2017: $194,0852017Assets 2018: $173,048Net Assets 2018: $173,0482018Assets 2021: $251,305Liabilities 2021: $0Net Assets 2021: $251,3052021Assets 2022: $248,756Liabilities 2022: $0Net Assets 2022: $248,7562022Assets 2023: $227,273Liabilities 2023: $0Net Assets 2023: $227,2732023Assets 2024: $248,209Liabilities 2024: $0Net Assets 2024: $248,2092024

Highlighted filing

2017

Assets$194,085
Liabilities-
Net Assets$194,085
Open 2017 Filing

Operations Trend

Revenue Growth75th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$300K$200K$100K$0-$100KRevenue 2015: $123,832Expenses 2015: $138,496Net Income 2015: -$14,6642015Revenue 2016: $136,619Expenses 2016: $165,498Net Income 2016: -$28,8792016Revenue 2017: $168,717Expenses 2017: $159,005Net Income 2017: $9,7122017Revenue 2018: $145,562Expenses 2018: $166,599Net Income 2018: -$21,0372018Revenue 2021: $193,095Expenses 2021: $157,874Net Income 2021: $35,2212021Revenue 2022: $192,708Expenses 2022: $195,257Net Income 2022: -$2,5492022Revenue 2023: $181,482Expenses 2023: $202,965Net Income 2023: -$21,4832023Revenue 2024: $237,084Expenses 2024: $216,148Net Income 2024: $20,9362024

Highlighted filing

2017

Revenue$168,717
Expenses$159,005
Net Income$9,712
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Feb 24, 2018
Return Version
2017v2.2
Gross Receipts
$168,717
Mission and Program Overview

Mission

To promote study and discussion of abraham lincoln

The organization's primary exempt purpose is education, social & literary through the enhancement understanding & preservation of the memory of abraham linoln & the civil war.

Program Services

DescriptionGrantsExpenses
THE ORGANIZATION HOSTED ITS ANNUAL NATIONAL SYMPOSIUM IN GETTYSBURG PA KEYED TO ANNIVERSARY OF THE GETTYSBURG ADDRESS, FEATURING SCHOLARS AND PROGRAMS.$127,628-
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
HON FRANK L WILLIAMSCo-ChairmanPT$0--
HAROLD HOLZERCo-ChairmanPT$0--
HENRY BALLONETreasurerPT$0--
BETTY ANSELMOSecretaryPT$0--
Filing and Contact Details

Filer

Filer Name
The Lincoln Forum
EIN
31-1693147
Phone
2018431097
Address
23 ROCHELLE PARKWAY, SADDLE BROOK, NJ 07663

Signing Officer

Name
Henry Ballone
Title
Treasurer
Signed
2018-02-24
Discuss with paid preparer
Yes

Preparer

Firm
Burke Grbelja & Symeonides LLC
Address
201 W Passaic Street Ste 301, Rochelle Park, NJ 07662-3100
Preparer
Thomas E Burke CPA
Phone
2018457001
Supplemental Narrative

Additional Explanations

Other Expenses.1002

“Office Expenses $1390”

Other Expenses.1003

“Information Technology $6225”

Other Expenses.1012

“Insurance $1025”

Other Expenses.1

“Symposium expenses $127628”

Other Expenses.4

“Bankcard processing $1851”

Other Expenses.5

“MISC ADMINSTRATIVE $480”

Other Expenses.6

“US TAX $219”

Other Expenses.7

“LICENSES AND PERMITS $10”

Other Assets.1010

“Inventories - Beginning $800 Inventories - Ending $800”

Raw XML Appendix158 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/PersonNm0HENRY BALLONE
IRS990EZ/BooksInCareOfDetail/PhoneNum02018431097
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt023 ROCHELLE PARKWAY
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SADDLE BROOK
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NJ
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd007663
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0183573
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0193285
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt024356
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt09712
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt08350
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0184373
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0194085
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrossReceiptsAmt0168717
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt02706
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0184373
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0194085
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0184373
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0194085
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt010.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt110.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt210.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt310.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0HON FRANK L WILLIAMS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1HAROLD HOLZER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2HENRY BALLONE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETTY ANSELMO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0CO-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1CO-CHAIRMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Secretary
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0true
IRS990EZ/OrganizationHadUBIInd0true
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0800
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0800
IRS990EZ/OtherExpensesTotalAmt0138828
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE ORGANIZATION'S PRIMARY EXEMPT PURPOSE IS EDUCATION, SOCIAL & LITERARY THROUGH THE ENHANCEMENT UNDERSTANDING & PRESERVATION OF THE MEMORY OF ABRAHAM LINOLN & THE CIVIL WAR.
IRS990EZ/PrintingPublicationsPostageAmt011827
IRS990EZ/ProgramServiceRevenueAmt0141655
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE ORGANIZATION HOSTED ITS ANNUAL NATIONAL SYMPOSIUM IN GETTYSBURG PA KEYED TO ANNIVERSARY OF THE GETTYSBURG ADDRESS, FEATURING SCHOLARS AND PROGRAMS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt0127628
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt0159005
IRS990EZ/TotalProgramServiceExpensesAmt0127628
IRS990EZ/TotalRevenueAmt0168717
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.THELINCOLNFORUM.ORG
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt022405
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt018565
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt020985
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt015595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt018934
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt096484
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt02706
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt02459
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt063
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt086
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt05367
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.94730
IRS990ScheduleA/PublicSupportPY170Pct00.97330
IRS990ScheduleA/PublicSupportTotal170Amt096484
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt022405
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt018565
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt020985
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt015595
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt018934
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt096484
IRS990ScheduleA/TotalSupportAmt0101851
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0Office Expenses $1390
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Information Technology $6225
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Insurance $1025
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3SYMPOSIUM EXPENSES $127628
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4BANKCARD PROCESSING $1851
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5MISC ADMINSTRATIVE $480
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6US TAX $219
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LICENSES AND PERMITS $10
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Inventories - Beginning $800 Inventories - Ending $800
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1003
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1012
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.7
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1010
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0HENRY BALLONE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-02-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE LINCOLN FORUM
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0311693147
ReturnHeader/Filer/PhoneNum02018431097
ReturnHeader/Filer/USAddress/AddressLine1Txt023 ROCHELLE PARKWAY
ReturnHeader/Filer/USAddress/CityNm0SADDLE BROOK
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NJ
ReturnHeader/Filer/USAddress/ZIPCd007663
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0223408526
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Burke Grbelja & Symeonides LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 W Passaic Street Ste 301
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Rochelle Park
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NJ
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0076623100
ReturnHeader/PreparerPersonGrp/PhoneNum02018457001
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0THOMAS E BURKE CPA
ReturnHeader/ReturnTs02018-02-24T10:04:06-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$194,085
Liabilities
-
Net assets
$194,085
Revenue
$168,717
Expenses
$159,005
Net income
$9,712
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.48$0.00$2.48$2.37$2.16$0.21
2023Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$1.81$2.03$0.21
2022Detailed filing. Detailed filing data is available for this year.$2.49$0.00$2.49$1.93$1.95$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$1.93$1.58$0.35
2018Detailed filing. Detailed filing data is available for this year.$1.73$1.73$1.46$1.67$0.21
2017Detailed filing. Detailed filing data is available for this year.$1.94$1.94$1.69$1.59$0.10
2016Detailed filing. Detailed filing data is available for this year.$1.84$1.84$1.37$1.65$0.29
2015Detailed filing. Detailed filing data is available for this year.$2.13$2.13$1.24$1.38$0.15